proposal_contact: Find contact reports related to selected proposals

In tarakc02/discoveryengine: A CADS Prospecting Tool

Find contact reports related to selected proposals

Description

Looks for contact reports made with an assigned prospect, by the assigned officer, during the time that the proposal was active. Some gift officers reach out to qualification prospects before initating a proposal/assignment. If you need to capture such contact reports, use buffer to look back before the start of the proposal.

Usage

proposal_contact(proposal, buffer = 0)

Arguments

proposal	A discoveryengine definition of type proposal_id
buffer	Number of days before the start of the proposal to look (see details)

Value

A definition of type contact_report_id

Examples

## find engineering qualification contacts during FY18
qualified = proposal_qualified(from = 20170701, to = 20180630) %and%
   proposal_office(engineering)
qual_contact = proposal_contact(qualified, buffer = 15)

tarakc02/discoveryengine documentation built on Sept. 26, 2023, 12:17 a.m.